You're in. Let's build your system.

This takes about 10 minutes. Your answers are what we use to build your script, set up your pipeline, and make sure your first appointments are the right ones.

Fill this out completely before your kickoff call. The more specific you are, the better your system performs from day one.

Welcome! This form takes about 10 minutes. The more detail you give us here, the better the system will be built for your market. Take your time.

Step 1 - Your Business

What's your business name? *

What's your full name? *

What industry or niche are you in? *

What state do you operate in? *

What city do you operate in? *

What's your business website?

Step 2 - Your Service & Offer

What is the main service you want us to set appointments for? *

What does a typical client pay you? *

What are the top 3 benefits your service provides to the homeowner? Think about what changes for them after they say yes.

Step 3 - Your Market

What specific cities, zip codes, or counties do you serve? List them all.

Describe your ideal customer. Who are they, what does their home situation look like, and what's happening in their life when they're most ready to buy?

Are there any customer types, areas, or situations you do NOT want?

Step 4 - Local Factors & Closing

Are there any local programs, rebates, insurance factors, or utility incentives that make your service easier to sell to homeowners in your area?

Who handles the closing appointment? Include name, role and phone number

Is your closing process done in home, over the phone, or both?

Step 5 - Script & Messaging

What are the top 3 objections you hear from prospects before they say yes? Be specific about exactly what they say

How do you currently describe what you do to a homeowner who's never heard of you? Write it out the way you'd actually say it.

Step 6 - Calendar Access

What calendar tool are you using?

What is the email associated with that calendar? We will share the calendar to that email to sync with your current calender